Taipei, Saturday, November 25, 2017 12:17 (GMT+8)
showers
Taipei
19°C
Digitimes Research: Youngfast, Melfas looking beyond G1F touch
Jason Young, DIGITIMES Research, Taipei [Thursday 3 July 2014]

The G1F touch technology, which is composed of a glass-type touch sensor and a thin-film touch sensor, is gradually losing its competitiveness in the face of GFF and OGS touch.

Prices for the traditional GFF, which is composed of a dual layer of ITO film sensors,have been falling fast, while OGS has seen improved yield rate and ruggedness.

Currently, major G1F touch panel suppliers, Taiwan-based Youngfast and Korea-based Melfas, are turning their focuses to metal-mesh thin-film-type touch panel and single-layer-multi-points thin-film-type touch panel production, respectively, and Digitimes Research believes the new technologies will offer the two suppliers new business opportunities.

Youngfast's glass-type touch sensor production capacity, which was originally established to help the maker own a complete supply chain for G1F touch panel production, is able to supply about 150,000 tablet-use touch panels per month currently. With the G1F technology losing out in the market, Youngfast is expected to continue strengthening its GFF touch panel production, focus on mass producing OGS touch panels using its existing glass-type touch panel capacity, and cooperate with Japan-based Fujifilm to start metal-mesh thin-film-type touch panel production.

In the future, Youngfast's OGS and metal-mesh product lines are expected to replace G1F ones in the maker's offerings for the mid-range to high-end tablet segments.

Although Youngfast's OGS touch panels have not yet received any orders for Microsoft's new tablet, China-based Lenovo's branch in Japan has adopted the maker's metal-mesh touch panels for its high-end Thinkpad Tablet series. Because of the series' high-end configuration, Youngfast is only supplying 40,000-50,000 touch panels each month currently.

As for Melfas, the company used to manufacture touchscreen ICs and following its entry into G1F touch panel production in 2013, the maker has seen staggering growth in revenues. However, due to poor yield rates, the company did not achieve profitable operation until the third quarter of 2013.

As its main client Samsung stopped adopting G1F touch panels for its products, Melfas, using its touchscreen IC manufacturing experience, entered single-layer multi-points thin-film-type touch panel production in March 2014 and is targeting mainly Samsung's entry-level/mid-range smartphone supply chain.

Despite fierce price competitions from China-based makers such as Toptouch, Melfas continues to enjoy a good share of shipments thanks to Samsung's policy of protecting local component suppliers.

Content from this article was part of a complete Digitimes Research Chinese-language report that has not yet been translated into English. If you are interested in an English version of the report or wish to receive more information about the report, click here to contact us and we will get back to you as soon as possible. Digitimes Research also provides quarterly tracking services for market sectors such as Global Tablet, China Smartphone, China Smartphone AP, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.

China AMOLED panel capacity expansion forecast, 2016-2020

RESEARCH EXTRAS | Jun 8, 15:37

This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by China's makers.

Taiwan server shipment forecast and industry analysis, 2017

TAIWAN MOBILE DEVICE | May 31, 10:20

According to surveys and analyses conducted by Digitimes Research, revenues generated from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors rose 4.8% on year to reach NT$555.8 billion (US$18.79...

Global tablet market – 3Q 2017

GLOBAL TABLET | Nov 16, 14:59

According to Digitimes Research statistics, third-quarter 2017 global tablet shipments totaled 42.29 million units, outperforming market expectation. Shipments of both brand and white-box tablets showed obvious on-quarter growth with the shopping season kicking...

Taiwan LCD TVs – 3Q 2017

TAIWAN DISPLAY SYSTEM | Nov 14, 14:08

Shipments to North America saw significant growth in the third quarter of 2017 because of seasonality. Year-end holiday promotions are expected to drive up Taiwan's LCD TV shipments in the fourth quarter.

Taiwan small- to mid-size LCD panels – 3Q 2017

TAIWAN LCD PANEL | Nov 13, 15:36

Taiwan panel makers saw strong orders for 18:9 all-screen smartphone applications in the third quarter, during which their 6G LTPS production capacity also increased.

UMC
China AMOLED panel capacity expansion forecast, 2016-2020
Global notebook shipment forecast, 2017 and beyond
  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Global AP demand forecast, 2017-2020

    Digitimes Research expects global AP shipments to surpass the 1.9 billion mark in 2017, with smartphones remaining the main application. Qualcomm will be leading the market in 2017, as other players continue playing catch up and scramble for funds to invest in more diverse applications.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.